Investment options of HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Total Available Funds: 96
| Investment Option List |
|---|
| CREF Stock R2 (TLSTX) |
| CREF Growth R2 (TIGRX) |
| CREF Equity Index R2 (TCIEX) |
| CREF Global Equities R2 |
| Nuveen LfCycle Idx 2035 R6 |
| CREF Core Bond R2 (TIBDX) |
| Vanguard 500 Idx Adm (VFINX) |
| Nuveen LfCycle Idx 2045 R6 |
| Nuveen LfCycle Idx 2050 R6 |
| Nuveen LfCycle Idx 2030 R6 |
| CREF Social Choice R2 (TISCX) |
| Nuveen LfCycle Idx 2025 R6 |
| CREF Inflation-Linked Bond R2 (TIILX) |
| TIAA Access Nuv LifeCycle 2050 T4 (TFTIX) |
| Nuveen Intl Eq Idx R6 (BIEIX) |
| Nuveen LfCycle Idx 2055 R6 |
| Nuveen LfCycle Idx 2040 R6 |
| TIAA Access Nuv LifeCycle 2025 T4 (TCLFX) |
| TIAA Access Nuv LifeCycle 2060 T4 (TLXHX) |
| Nuveen LfCycle Idx 2060 R6 |
| TIAA Access Nuv LifeCycle 2040 T4 (TCLOX) |
| TIAA Access Nuv LifeCycle 2045 T4 (TTFIX) |
| Nuveen LfCycle Idx 2020 R6 |
| Vanguard Growth Index Adm (VTGLX) |
| Vanguard Mid-Cap Value Idx Adm (VMVIX) |
| American Fd New Perspective R6 (NPFBX) |
| TIAA Access Nuv LifeCycle 2030 T4 (TCLNX) |
| Dodge & Cox Stock Fund (DODFX) |
| Nuveen Small Cap Bld Idx R6 (ASETX) |
| TIAA Access Nuv LifeCycle 2055 T4 (TTRLX) |
| T Rowe Price Mid Cap Growth (PMEGX) |
| TIAA Access Nuv LifeCycle 2035 T4 (TCLRX) |
| Vanguard Small-Cap Val Idx Adm (TRSVX) |
| Nuveen Large Cap Resp Eq R6 (NLCIX) |
| Loomis Sayles Core Plus Bd Y (NERYX) |
| Vanguard ExtendedMkt Idx Adm |
| American EuroPac Growth R6 (ACLIX) |
| Nuveen Core Impact Bond R6 (NCIRX) |
| Nuveen LfCycle Idx 2015 R6 |
| TIAA Access Nuv LifeCycle 2020 T4 (TCLTX) |
| Vanguard Infl Protect Sec Adm |
| TIAA Access Nuv LifeCycle 2010 T4 (TCLEX) |
| American Funds New World R6 (HVWBX) |
| Nuveen LfCycle Idx 2065 R6 |
| TIAA Access Nuv LifeCycle Rt Inc T4 |
| AB Small Cap Growth Port Adv (DSCGX) |
| Nuveen LfCycle Idx 2010 R6 |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LfCy Rt Inc T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2010 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Resp Eq R6 |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 |
| College Retirement Equities Fund variable annuities American Fd New Perspective R6 |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm |
| College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 (NCIRX) |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 |
| College Retirement Equities Fund variable annuities Dodge & Cox Stock Fund I |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Growth Index Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Value Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Extended Mkt Idx Adm |
| College Retirement Equities Fund variable annuities T Rowe Price Mid Cap Growth I (PMEGX) |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Val Idx Adm |
| College Retirement Equities Fund variable annuities AB Small Cap Growth Port Adv (HNSGX) |
| College Retirement Equities Fund variable annuities American Funds New World R6 (HVWBX) |
| College Retirement Equities Fund variable annuities Loomis Sayles Core Plus Bd Y (NERYX) |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 (TIKRX) |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 (TRSCX) |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 |
| College Retirement Equities Fund variable annuities CREF Growth R2 |
| College Retirement Equities Fund variable annuities CREF Stock R2 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 |
Investment model portfolios
We provide two types of investment model portfolios for HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN